the cost of production of all commodities is going up, and as...

the cost of production of all commodities is going up, and as you point out, yc, aluminium is a high cost of production commodity. I see it has moved. I hold aac, but there seems many variables that work in this market. Pork, looks like it has potential. I am looking at any of the 50 or so commodities that are in over supply and over sold. In the futures markets I tend to hold over at least 12 months, providing the stop loss holds. Sugar, may be an interesting commodity, oversupply in India. Lumber, is technically a sell. Cocoa, i started here about 24 months ago and am staying with the trend. I am also looking at crops that are being pulled out, to be replaced by the crops that have surged. ie i of course am interested in the crop that is being pulled out. With the above thinking applied to the softs/meats/grains etc What are your thoughts on this?

Max